Public record / Tickers / PII

PII — Polaris Inc.

Both disclosure regimes on one name: who in Congress filed about PII, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
28
all PTR rows naming PII
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
421
top-421 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $100K–$250K

Sale · traded 2015-12-17 → filed 2016-01-15. Ranked over every PII row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

9 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PII · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PII
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2024-01-17Jerry Moran R–KSSaleTraded 2023-12-14 +34d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in PII

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PII in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PII

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $38.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · POLARIS INC

Merged timeline of congressional filings and notable-manager moves on PII
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fadd+12,925 sh
2026-05-15Gotham Asset Management 13Ftrim−347 sh
2026-05-14Caxton Associates 13Fadd+1,873 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PII for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$385M1
2Capital World Investors$212M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$152M1
4STATE STREET CORP$140M1
5VANGUARD CAPITAL MANAGEMENT LLC$131M1
6AQR CAPITAL MANAGEMENT LLC$119M1
7AMERICAN CENTURY COMPANIES INC$107M1
8MORGAN STANLEY$94.6M1
9DIMENSIONAL FUND ADVISORS LP$84.3M1
10GEODE CAPITAL MANAGEMENT, LLC$76.8M1
11CANADA PENSION PLAN INVESTMENT BOARD$65.4M1
12UBS Group AG$56.7M1
13Auto-Owners Insurance Co$56.4M1
14AMERIPRISE FINANCIAL INC$48.5M1
15RWWM, Inc.$48.4M1
16CITADEL ADVISORS LLC$46.1M1
17MILLENNIUM MANAGEMENT LLC$38.6M1
18Gotham Asset Management, LLC$38.5M1
19NORTHERN TRUST CORP$37.3M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$36.7M1
21TWO SIGMA INVESTMENTS, LP$36.4M1
22Bank of New York Mellon Corp$35.8M1
23JACOBS LEVY EQUITY MANAGEMENT, INC$35.6M1
24Invesco Ltd.$35.3M1
25Artisan Partners Limited Partnership$31.9M1
26ProShare Advisors LLC$26.6M1
27Divisar Capital Management LLC$26.0M1
28BANK OF AMERICA CORP /DE/$24.3M1
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$23.6M1
30Freestone Grove Partners LP$22.5M1
31Connor, Clark & Lunn Investment Management Ltd.$21.8M1
32Quantinno Capital Management LP$20.0M1
33VANGUARD FIDUCIARY TRUST CO$18.8M1
34Man Group plc$15.2M1
35RENAISSANCE TECHNOLOGIES LLC$12.3M1
36FEDERATED HERMES, INC.$11.9M1
37MASSACHUSETTS FINANCIAL SERVICES CO /MA/$11.5M1
38M&G Plc$11.1M1
39KENNEDY CAPITAL MANAGEMENT LLC$10.4M1
40SYSTEMATIC FINANCIAL MANAGEMENT LP$10.2M1
41PRINCIPAL FINANCIAL GROUP INC$10.1M1
42RHUMBLINE ADVISERS$9.0M1
43Segment Wealth Management, LLC$8.3M1
44HANCOCK WHITNEY CORP$8.0M1
45Meiji Yasuda Asset Management Co Ltd.$7.9M1
46WELLINGTON MANAGEMENT GROUP LLP$7.4M1
47VICTORY CAPITAL MANAGEMENT INC$7.3M1
48Nuveen, LLC$7.3M1
49LPL Financial LLC$7.1M1
50HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.0M1
51Creative Planning$6.5M1
52SEI INVESTMENTS CO$6.5M1
53ALLIANCEBERNSTEIN L.P.$6.5M1
54HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6.2M1
55Swiss National Bank$5.7M1
56UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5.7M1
57Allianz Asset Management GmbH$5.6M1
58Bridgewater Associates, LP$5.5M1
59Cerity Partners LLC$5.3M1
60ROYAL BANK OF CANADA$5.1M1
61Squarepoint Ops LLC$4.8M1
62Invenomic Capital Management LP$4.8M1
63WELLS FARGO & COMPANY/MN$4.6M1
64FRANKLIN RESOURCES INC$4.5M1
65Walleye Capital LLC$4.5M1
66PDT Partners, LLC$4.3M1
67Brevan Howard Capital Management LP$4.2M1
68BARCLAYS PLC$4.1M1
69THOMIST CAPITAL MANAGEMENT, LP$3.7M1
70Aquatic Capital Management LLC$3.7M1
71Legal & General Group Plc$3.6M1
72Retirement Systems of Alabama$3.6M1
73Paralel Advisors LLC$3.6M1
74WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.5M1
75RAYMOND JAMES FINANCIAL INC$3.5M1
76MAIRS & POWER INC$3.4M1
77Kingsview Wealth Management, LLC$3.3M1
78ExodusPoint Capital Management, LP$3.1M1
79GROUP ONE TRADING LLC$3.0M1
80MetLife Investment Management, LLC$3.0M1
81ONTARIO TEACHERS PENSION PLAN BOARD$3.0M1
82HSBC HOLDINGS PLC$2.9M1
83Trexquant Investment LP$2.8M1
84NFJ INVESTMENT GROUP, LLC$2.7M1
85DEUTSCHE BANK AG\$2.7M1
86CITIGROUP INC$2.7M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.6M1
88STEADFAST CAPITAL MANAGEMENT LP$2.5M1
89NISA INVESTMENT ADVISORS, LLC$2.5M1
90Round Hill Asset Management$2.5M1
91FMR LLC$2.4M1
92O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M1
93Mitsubishi UFJ Trust & Banking Corp$2.3M1
94CWM, LLC$2.3M1
95Advisors Asset Management, Inc.$2.2M1
96VANGUARD ASSET MANAGEMENT, Ltd$2.2M1
97Summit Trail Advisors, LLC$2.0M1
98State of New Jersey Common Pension Fund D$1.9M1
99Susquehanna Portfolio Strategies, LLC$1.9M1
100Mariner, LLC$1.8M1
101OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
102CPC Advisors, LLC$1.7M1
103INTREPID CAPITAL MANAGEMENT INC$1.7M1
104IEQ CAPITAL, LLC$1.7M1
105Jefferies Financial Group Inc.$1.6M1
106RITHOLTZ WEALTH MANAGEMENT$1.5M1
107MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.5M1
108Pathstone Holdings, LLC$1.5M1
109CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.4M1
110Vanguard Personalized Indexing Management, LLC$1.4M1
111S&T BANK/PA$1.4M1
112INDEPENDENT FINANCIAL GROUP, LLC$1.4M1
113Janus Henderson Group Ltd.$1.4M1
114OSAIC HOLDINGS, INC.$1.4M1
115PRUDENTIAL FINANCIAL INC$1.4M1
116STIFEL FINANCIAL CORP$1.3M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$1.3M1
118ANGELES WEALTH MANAGEMENT, LLC$1.2M1
119Harvest Investment Services, LLC$1.2M1
120Corient Private Wealth LLC$1.2M1
121Vanguard Global Advisers, LLC$1.1M1
122BOYUM WEALTH ARCHITECTS LLC$1.1M1
123MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.1M1
124Camelot Portfolios, LLC$1.1M1
125BANK OF MONTREAL /CAN/$1.1M1
126Cetera Investment Advisers$1.0M1
127Kestra Investment Management, LLC$1.0M1
128SUSQUEHANNA INTERNATIONAL GROUP, LLP$988K1
129HM PAYSON & CO$983K1
130MAVERICK CAPITAL LTD$958K1
131YOUSIF CAPITAL MANAGEMENT, LLC$950K1
132TWO SIGMA SECURITIES, LLC$888K1
133Graham Capital Management, L.P.$865K1
134Convergence Investment Partners, LLC$861K1
135Quantbot Technologies LP$826K1
136FIFTH THIRD BANCORP$818K1
137SummerHaven Investment Management, LLC$813K1
138XTX Topco Ltd$812K1
139MERCER GLOBAL ADVISORS INC /ADV$810K1
140Tidal Investments LLC$804K1
141Arizona State Retirement System$800K1
142MITCHELL & PAHL PRIVATE WEALTH, LLC$779K1
143Ameritas Investment Partners, Inc.$777K1
144RM Financial Services, LLC$767K1
145Blackstone Inc.$739K1
146SPWM Advisors LLC$732K1
147INTECH INVESTMENT MANAGEMENT LLC$731K1
148COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$730K1
149STATE OF WISCONSIN INVESTMENT BOARD$716K1
150Frank, Rimerman Advisors LLC$711K1
151NATIXIS$709K1
152SIMPLEX TRADING, LLC$704K1
153STATE OF MICHIGAN RETIREMENT SYSTEM$702K1
154FIRST CITIZENS BANK & TRUST CO$696K1
155Vanguard Investments Australia, Ltd.$687K1
156Envestnet Portfolio Solutions, Inc.$679K1
157Rockefeller Capital Management L.P.$675K1
158Investors Research Corp$664K1
159COMMONWEALTH EQUITY SERVICES, LLC$657K1
160Robertson Stephens Wealth Management, LLC$654K1
161NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$652K1
162KLP KAPITALFORVALTNING AS$632K1
163Engineers Gate Manager LP$620K1
164KEYBANK NATIONAL ASSOCIATION/OH$619K1
165OREGON PUBLIC EMPLOYEES RETIREMENT FUND$596K1
166Probity Advisors, Inc.$594K1
167Empowered Funds, LLC$592K1
168Merit Financial Group, LLC$570K1
169ENVESTNET ASSET MANAGEMENT INC$561K1
170Pallas Capital Advisors LLC$560K1
171Bridgefront Capital, LLC$558K1
172US BANCORP \DE\$547K1
173Holocene Advisors, LP$537K1
174Pictet Asset Management Holding SA$518K1
175Inspire Investing, LLC$510K1
176VOYA INVESTMENT MANAGEMENT LLC$503K1
177Perbak Capital Partners LLP$498K1
178NORTHBRIDGE FINANCIAL GROUP, LLC$492K1
179Voleon Capital Management LP$489K1
180Sterling Capital Management LLC$469K1
181Allworth Financial LP$466K1
182SNS Financial Group, LLC$457K1
183M&T BANK CORP$454K1
184CAPSTONE INVESTMENT ADVISORS, LLC$445K1
185GUGGENHEIM CAPITAL LLC$445K1
186D. E. Shaw & Co., Inc.$443K1
187STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$427K1
188State of Wyoming$419K1
189XPONANCE LLC$414K1
190Vise Technologies, Inc.$403K1
191Ethic Inc.$399K1
192Summit Financial, LLC$399K1
193Goldstone Financial Group, LLC$388K1
194Numerai GP LLC$387K1
195HighTower Advisors, LLC$383K1
196Baird Financial Group, Inc.$381K1
197BERKSHIRE ASSET MANAGEMENT LLC/PA$373K1
198Meeder Advisory Services, Inc.$369K1
199Wynn Capital, LLC$367K1
200AIGEN INVESTMENT MANAGEMENT, LP$366K1
201Universal- Beteiligungs- und Servicegesellschaft mbH$364K1
202FIRST TRUST ADVISORS LP$363K1
203Linden Thomas Advisory Services, LLC$360K1
204Ballentine Partners, LLC$357K1
205KPP Advisory Services LLC$351K1
206Grantham, Mayo, Van Otterloo & Co. LLC$348K1
207Kestra Advisory Services, LLC$347K1
208CAXTON ASSOCIATES LLP$332K1
209AXQ CAPITAL, LP$326K1
210Stratos Wealth Partners, LTD.$326K1
211Tower Research Capital LLC (TRC)$324K1
212BROWN ADVISORY INC$321K1
213NORTHWEST WEALTH MANAGEMENT, LLC$311K1
214EAGLE GLOBAL ADVISORS LLC$307K1
215Focus Partners Advisor Solutions, LLC$307K1
216Inscription Capital, LLC$307K1
217EP Wealth Advisors, LLC$303K1
218Steward Partners Investment Advisory, LLC$289K1
219PEAK6 LLC$288K1
220Private Advisor Group, LLC$281K1
221Belpointe Asset Management LLC$273K1
222UNITED CAPITAL FINANCIAL ADVISORS, LLC$271K1
223Kessler Investment Group, LLC$270K1
224Chicago Partners Investment Group LLC$270K1
225MGO ONE SEVEN LLC$263K1
226Balance Wealth Partners LLC$245K1
227FARMERS & MERCHANTS INVESTMENTS INC$239K1
228MIRABELLA FINANCIAL SERVICES LLP$237K1
229SIGNATUREFD, LLC$236K1
230FORTRESS FINANCIAL GROUP, LLC$235K1
231Focus Partners Wealth$229K1
232Optas, LLC$229K1
233Family Capital Management, Inc.$226K1
234FORA Capital, LLC$220K1
235Alley Investment Management Company, LLC$219K1
236BARD ASSOCIATES INC$218K1
237Ensign Peak Advisors, Inc$217K1
238NorthCrest Asset Manangement, LLC$216K1
239SECURIAN ASSET MANAGEMENT, INC$212K1
240Capital Investment Advisors, LLC$207K1
241Aptus Capital Advisors, LLC$201K1
242EntryPoint Capital, LLC$201K1
243TIEMANN INVESTMENT ADVISORS, LLC$193K1
244Caitong International Asset Management Co., Ltd$189K1
245EASTERN BANK$142K1
246QUADRANT CAPITAL GROUP LLC$133K1
247NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$98.3K1
248Annis Gardner Whiting Capital Advisors, LLC$96.0K1
249MAI Capital Management$90.2K1
250NATIONAL BANK OF CANADA /FI/$85.3K1
251UMB Bank, n.a.$78.2K1
252NOMURA ASSET MANAGEMENT CO LTD$77.9K1
253Aster Capital Management (DIFC) Ltd$69.2K1
254Opal Wealth Advisors, LLC$55.9K1
255TD Waterhouse Canada Inc.$53.1K1
256Hilton Head Capital Partners, LLC$44.5K1
257Geneos Wealth Management Inc.$44.5K1
258BNP Paribas Asset Management Holding S.A.$42.1K1
259Parkside Financial Bank & Trust$40.7K1
260Global Trust Asset Management, LLC$39.7K1
261Mirae Asset Global Investments Co., Ltd.$38.5K1
262SHP Wealth Management$35.5K1
263JNBA Financial Advisors$34.3K1
264Kemnay Advisory Services Inc.$23.9K1
265Bayforest Capital Ltd$23.8K1
266True Wealth Design, LLC$21.9K1
267CALDWELL SUTTER CAPITAL, INC.$21.9K1
268Owl Creek Wealth Partners LLC$21.3K1
269HighMark Wealth Management LLC$17.5K1
270Select Equity Group, L.P.$17.0K1
271Westside Investment Management, Inc.$16.1K1
272New England Capital Financial Advisors LLC$15.0K1
273Federation des caisses Desjardins du Quebec$14.6K1
274Larson Financial Group LLC$13.5K1
275Smartleaf Asset Management LLC$12.7K1
276Mitsubishi UFJ Asset Management Co., Ltd.$12.7K1
277Pinnacle Wealth Planning Services, Inc.$11.0K1
278BEACON INVESTMENT ADVISORY SERVICES, INC.$10.9K1
279Kentucky Trust Co$10.9K1
280Optiver Holding B.V.$9.8K1
281Bangor Savings Bank$9.1K1
282JONES FINANCIAL COMPANIES LLLP$8.6K1
283BARROW HANLEY MEWHINNEY & STRAUSS LLC$8.5K1
284GHP Investment Advisors, Inc.$8.3K1
285Triumph Capital Management$8.2K1
286Asset Dedication, LLC$8.1K1
287Clearstead Trust, LLC$8.0K1
288ASSETMARK, INC$7.7K1
289ALERUS FINANCIAL NA$6.9K1
290Leonteq Securities AG$6.5K1
291Keating Financial Advisory Services, Inc.$6.5K1
292Vermillion Wealth Management, Inc.$6.4K1
293CVA Family Office, LLC$5.8K1
294Bell Investment Advisors, Inc$5.7K1
295MTM Investment Management, LLC$5.6K1
296HHM Wealth Advisors, LLC$5.5K1
297Wilmington Savings Fund Society, FSB$5.5K1
298ELEVATION WEALTH PARTNERS, LLC$5.5K1
299INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4.7K1
300TRUST CO OF TOLEDO NA /OH/$4.5K1
301Orion Capital Management LLC$3.8K1
302Intentional Wealth Strategies, LLC$3.7K1
303MV CAPITAL MANAGEMENT, INC.$3.0K1
304Arax Advisory Partners$3.0K1
305SBI Securities Co., Ltd.$2.9K1
306NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.8K1
307Truvestments Capital LLC$2.7K1
308MCF Advisors LLC$2.5K1
309BIRCHBROOK, INC.$2.5K1
310Physician Wealth Advisors, Inc.$2.3K1
311HRT FINANCIAL LP$2.2K1
312CANADA LIFE ASSURANCE Co$2.0K1
313SouthState Bank Corp$1.9K1
314Prestige Wealth Management Group LLC$1.9K1
315Sachetta, LLC$1.9K1
316LSV ASSET MANAGEMENT$1.8K1
317Private Wealth Management Group, LLC$1.7K1
318Dogwood Wealth Management LLC$1.7K1
319Bank of New Hampshire$1.6K1
320Blue Trust, Inc.$1.5K1
321Johnson Financial Group, Inc.$1.4K1
322CENTRAL TRUST Co$1.4K1
323Kilter Group LLC$1.4K1
324ALGERT GLOBAL LLC$1.3K1
325Virtu Financial LLC$1.3K1
326AMALGAMATED BANK$1.3K1
327ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.1K1
328Manchester Capital Management LLC$1.1K1
329JFS WEALTH ADVISORS, LLC$1.1K1
330Rialto Wealth Management, LLC$1.0K1
331Vanguard National Trust Co$9271
332TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$8861
333Clearstead Advisors, LLC$8181
334GSA CAPITAL PARTNERS LLP$8121
335Cassaday & Co Wealth Management LLC$7631
336THRIVENT FINANCIAL FOR LUTHERANS$6561
337Frazier Financial Advisors, LLC$6541
338Godfrey Financial Associates, Inc.$6541
339South Dakota Investment Council$6121
340NEW MEXICO EDUCATIONAL RETIREMENT BOARD$6051
341Financial Perspectives, Inc$5271
342TFC Financial Management, Inc.$4911
343DiNuzzo Private Wealth, Inc.$4361
344SJS Investment Consulting Inc.$3821
345State of Alaska, Department of Revenue$3741
346ACADIAN ASSET MANAGEMENT LLC$3691
347PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2881
348HFM Investment Advisors, LLC$1091
349KBC Group NV$971
350HARBOR CAPITAL ADVISORS, INC.$271
351Avion Wealth$21
352Navigoe, LLC$11
353VANGUARD GROUP INC$01
354&PARTNERS$01
355Laird Norton Wetherby Trust Company, LLC$01
356DANSKE BANK A/S$01
357HARBOUR INVESTMENTS, INC.$01
358COMERICA BANK$01
359MACKENZIE FINANCIAL CORP$01
360VIRGINIA RETIREMENT SYSTEMS ET Al$01
361NATIXIS ADVISORS, LLC$01
362CIBC WORLD MARKETS CORP$01
363FULLER & THALER ASSET MANAGEMENT, INC.$01
364COLDSTREAM CAPITAL MANAGEMENT INC$01
365GATEWAY INVESTMENT ADVISERS LLC$01
366RBF Capital, LLC$01
367CIBC Private Wealth Group LLC$01
368Magnetar Financial LLC$01
369NORGES BANK$01
370Walleye Trading LLC$01
371J.W. COLE ADVISORS, INC.$01
372CIBC WORLD MARKET INC.$01
373SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
374Verition Fund Management LLC$01
375DekaBank Deutsche Girozentrale$01
376TWO SIGMA ADVISERS, LP$01
377Transamerica Financial Advisors, LLC$01
378SUMMIT SECURITIES GROUP LLC$01
379Edgestream Partners, L.P.$01
380LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
381Vestcor Inc$01
382JANE STREET GROUP, LLC$01
383Friedenthal Financial$01
384Sequoia Financial Advisors, LLC$01
385Caprock Group, LLC$01
386FINANCIAL CONSULATE, INC$01
387KESTRA PRIVATE WEALTH SERVICES, LLC$01
388Versor Investments LP$01
389Ilmarinen Mutual Pension Insurance Co$01
390Schonfeld Strategic Advisors LLC$01
391Centiva Capital, LP$01
392Independent Advisor Alliance$01
393Counterpoint Mutual Funds LLC$01
394Silver Heights Capital Management Inc$01
395DV Trading LLC$01
396Neo Ivy Capital Management$01
397Blueshift Asset Management, LLC$01
398IFG Advisory, LLC$01
399Global Retirement Partners, LLC$01
400Y-Intercept (Hong Kong) Ltd$01
401Realta Investment Advisors$01
402PACES FERRY WEALTH ADVISORS, LLC$01
403INCEPTIONR LLC$01
404EMC Capital Management$01
405Koss-Olinger Consulting, LLC$01
406Union Heritage Capital, LLC$01
407AlphaQuest LLC$01
408PharVision Advisers, LLC$01
409HB Wealth Management, LLC$01
410SageView Advisory Group, LLC$01
411Dunhill Financial, LLC$01
412Stephens Consulting, LLC$01
413Quarry LP$01
414Sivia Capital Partners, LLC$01
415Accordant Advisory Group Inc$01
416Havemeyer Place LP$01
417Massar Capital Management, LP$01
418Fieldview Capital Management, LLC$01
419MidFirst Bank$01
420EVOLVE PRIVATE WEALTH, LLC$01
421Forty-three Eighteen Advisors, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 421 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PII

RETAINED WINDOW · ACTIVE HITS

Zero hits on PII in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PII · financials and macro

Financials — as filed PLANNED

PII's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PII on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing